McDonald's Corp (MCD)

McDonald's Corporation owns, operates, and franchises restaurants under the McDonald's brand in the United States and internationally. It offers food and beverages, including hamburgers and cheeseburgers, various chicken sandwiches, fries, shakes, frozen desserts, sundaes, soft serve cones, cookies, pies, soft drinks, coffee, and other beverages; and full or limited breakfast, as well as sells various other products during limited-time promotions. The company owns and operates franchised restaurants under various structures, including conventional franchise, developmental license, or affiliate. McDonald's Corporation was founded in 1940 and is based in Chicago, Illinois.

• Annual Report (10-K)

  A yearly overview of the business, its financial results, and the risks it faces.

  Filed on 2026-02-24

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• Quarterly Report (10-Q)

  A snapshot of financial performance for the most recent three-month period.

  Filed on 2026-08-07

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• Current Report (8-K)

  An announcement of a major event, such as a leadership change or big news.

  Filed on 2026-09-23

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• 17d agoNEGATIVE
  McDonald’s Franchisees Balk at Costly Bill to Upgrade Stores

  McDonald's Corporation's ambitious plan to modernize its restaurants and menu is encountering significant resistance from its U.S. franchisees. The proposed upgrades, which include significant store overhauls and menu changes, are estimated to cost each franchisee a minimum of $800,000. This substantial financial burden is causing considerable concern and "angst" among franchise owners, potentially impacting their profitability and willingness to adopt the new initiatives. The news also briefly mentions a stock plunge at Texas Roadhouse, but the primary focus remains on the financial strain faced by McDonald's franchisees.

• 28d agoNEGATIVE
  McDonald’s Selloff Hits 30% as Big Mac Inflation Spurs Pushback

  McDonald's Corporation's stock has experienced a significant sell-off, dropping approximately 30%, as consumers push back against perceived menu price inflation. The company is facing a critical challenge in regaining cost-conscious diners who view the Big Mac and other items as too expensive. This pricing pressure directly impacts same-store sales and overall revenue growth, raising concerns about the company's ability to maintain market share and profitability in the fast-food sector. Investors are closely watching the company's strategic response to this consumer sentiment shift.

• 9/24/2026POSITIVE
  McDonald’s bets $8.5 billion on a productivity makeover across more than 46,000 restaurants

  McDonald's is investing $8.5 billion in a significant productivity and technology overhaul targeting over 46,000 global restaurants. This strategic move aims to enhance operational efficiency and drive growth by optimizing existing locations, particularly as the pace of new unit expansion moderates. The investment will focus on improving speed of service, enhancing digital customer experiences, and streamlining back-of-house operations. For investors, this initiative signals a commitment to long-term value creation through operational excellence, potentially leading to improved margins and sustained revenue growth.

• 9/23/2026NEGATIVE
  McDonald’s is making a historic bet on chicken — and AI — to bring back customers

  McDonald's is reportedly making a significant strategic shift towards chicken-based menu innovation and AI integration to revitalize customer traffic. However, investor sentiment appears cautious, with recent analyst commentary highlighting a historical struggle for the company to achieve breakthroughs in chicken product innovation. The market's lukewarm reception to new McNugget flavor introductions suggests that these initiatives may not immediately translate into increased sales or market share, posing a challenge to the company's turnaround strategy.

• 9/23/2026POSITIVE
  McDonald's Billion-Dollar Plan; Cracker Barrel Gains on Forecast | Stock Movers

  McDonald's Corporation is investing approximately $8.5 billion to enhance its franchise operations, focusing on food quality, service improvements, and operational efficiency. This significant capital allocation signals a commitment to long-term growth and brand strengthening. The move is expected to boost franchisee profitability and customer satisfaction, potentially leading to increased same-store sales and market share. Investors will be watching for the tangible results of this investment in the coming fiscal years, as it aims to solidify McDonald's competitive advantage in the fast-food industry.

• 8/4/2026NEUTRAL
  McDonald’s CEO turns to a trusted lieutenant with a turnaround record to revive its biggest market

  McDonald's CEO Chris Kempczinski has appointed Skye Anderson to lead the turnaround efforts in the company's largest market. Anderson, known for successfully handling challenging assignments, will focus on revitalizing sales growth and strengthening McDonald's value proposition. This strategic move signals a proactive approach to address potential market challenges and enhance customer engagement. Investors will be watching closely to see if Anderson's proven track record translates into tangible improvements in performance and market share for McDonald's.